Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick David Lagarde is a registered investment advisor representative with First Horizon Advisors, Inc. Derrick has over 17 years of experience in the financial services industry. Derrick has a Series 6, 7, 63 and 65 license. Derrick specializes in retirement planning, college savings, and wealth management. Derrick also holds a real estate license and is a licensed insurance agent. Derrick has been registered with First Horizon Advisors since 2021 and has been registered with the SEC since 2004.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
07/18/2022 - Present
First Horizon Advisors, Inc. (Lafayette LA)
LA
01/15/2019 - 01/22/2021
INFINEX INVESTMENTS, INC. (LAFAYETTE LA)
IL
03/11/2015 - 01/14/2019
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
LA
08/08/2012 - 09/11/2014
LPL FINANCIAL LLC (LAFAYETTE LA)
LA
05/31/2008 - 07/12/2012
CAPITAL ONE INVESTMENT SERVICES LLC (LAFAYETTE LA)
LA
11/13/2003 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (LAFAYETTE LA)
IA
Issued 03/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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